Milestones Planning

There are benefits and limitations when using a living trust.

A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

Your goals deserve more than guesswork.📈🖊

Whether you’re planning for retirement, building a business, saving for your children’s future, or simply wanting more confidence in your financial decisions, having a clear plan can make all the difference.

At Milestones, we help turn uncertainty into direction...one milestone at a time. ✨

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In the days ahead, we will be offering even more retirement planning details to help you prepare for your greatest adventure yet. In the meantime, please share with us where you’d like to travel to in your retirement.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

www.milestones-planning.com

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Understanding ETFs: Building Blocks of Modern Investing Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

We’re incredibly proud to share that our founder & vice president, Pat, was recently featured by the Community Foundation of Northeast Iowa as part of their “Stories of Impact” series. ✨

Pat’s passion for serving others and investing back into the communities around us has always been at the heart of Milestones. This recognition is a reflection of the care, leadership, and dedication she brings to both our clients and our community every single day.💙

Be sure to check out the full feature below!⬇

https://www.cfneia.org/community-impact/stories-of-impact/built-on-trust/

Preparation can sometimes be all you need to make the impossible, possible.

Preparation is the Key to Retirement The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.